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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,227 | $81,870-30.1% | $119,622-52.2% | $68,486-16.4% |
| Participation rate | 68.0% | 71.9%-3.9pp | 79.3%-11.3pp | 67.9%+0.1pp |
| Annual return | -17.68% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,307 | $2,692-51.4% | $4,232-69.1% | $2,597-49.6% |
| Participant deferral / active EE | $2,796 | $4,148-32.6% | $5,601-50.1% | $4,028-30.6% |
| Admin fee / account holder | $3,890 | $6,583-40.9% | $10,328-62.3% | $5,404-28.0% |